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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,085 | $176,688+64.7% | $130,660+122.8% | $152,897+90.4% |
| Participation rate | 50.0% | 79.0%-29.0pp | 71.7%-21.7pp | 82.5%-32.5pp |
| Annual return | 169.36% | 2693.08%-2523.7pp | 1709.29%-1539.9pp | 345.43%-176.1pp |
| Employer contribution / active EE | $1,162 | $5,743-79.8% | $4,092-71.6% | $4,764-75.6% |
| Participant deferral / active EE | $12,648 | $4,362+190.0% | $3,603+251.0% | $5,851+116.2% |
| Admin fee / account holder | $265,897 | $7,131+3628.8% | $5,463+4767.1% | $11,599+2192.3% |